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Dimensional US Real Estate ETF

145 hedge funds and large institutions have $459M invested in Dimensional US Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 86 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
2.31%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.19%
New
18
Increased
86
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BA
101
Bridge Advisory
California
$362K +$6.54K +335 +2%
MCM
102
Morton Capital Management
California
$356K -$10.5K -539 -3%
HKIMG
103
Hutchens & Kramer Investment Management Group
Indiana
$319K -$7.96K -415 -2%
CIAS
104
CFS Investment Advisory Services
New Jersey
$313K +$313 +16 +0.1%
WWM
105
Wolff Wiese Magana
California
$308K +$15.6K +797 +5%
JFG
106
JMG Financial Group
Illinois
$280K
USCWA
107
U.S. Capital Wealth Advisors
Texas
$272K
GA
108
Greenspring Advisors
Maryland
$271K
Citadel Advisors
109
Citadel Advisors
Florida
$268K +$70.6K +3,619 +36%
AAM
110
Austin Asset Management
Texas
$260K +$260K +13,300 New
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$249K +$249K +12,743 New
MWM
112
Modera Wealth Management
New Jersey
$239K -$10.3K -528 -4%
FWM
113
FMB Wealth Management
California
$232K +$17.8K +914 +8%
BHWM
114
Bay Harbor Wealth Management
Maryland
$211K +$25.3K +1,295 +14%
BCM
115
Brookstone Capital Management
Illinois
$206K +$1.63K +86 +0.8%
CPA
116
Cardiff Park Advisors
California
$191K +$51.9K +2,659 +37%
TIM
117
Tortoise Investment Management
New York
$188K +$4.49K +230 +2%
MFA
118
McClarren Financial Advisors
Pennsylvania
$107K +$1.14K +59 +1%
UB
119
UMB Bank
Missouri
$94.8K
JPMorgan Chase & Co
120
JPMorgan Chase & Co
New York
$93.3K +$6.44K +286 +7%
BCM
121
Blume Capital Management
California
$89K +$4.61K +236 +5%
AF
122
Allworth Financial
California
$79.6K -$61.4K -3,145 -44%
SWM
123
Spire Wealth Management
Virginia
$56.3K +$56.3K +2,883 New
AF
124
Advisornet Financial
Minnesota
$25.5K +$6.19K +317 +32%
Comerica Bank
125
Comerica Bank
Texas
$23K +$23K +1,178 New